Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Douglas Appler is a financial advisor registered with LPL Financial LLC, a well-established and reputable firm. Kevin has been in the financial services industry since 1996, with experience in various roles and firms. Kevin is a Certified Financial Planner, holding the Series 6, 7, 24 and SIE licenses. Kevin provides a range of financial services, including financial planning and portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MD
04/28/2023 - Present
LPL Financial LLC (FORT MEADE MD)
MD
01/05/2016 - 05/31/2017
KESTRA INVESTMENT SERVICES, LLC (TIMONIUM MD)
MD
03/24/2008 - 12/07/2015
LPL FINANCIAL LLC (HANOVER MD)
MD
02/22/2006 - 03/11/2008
NYLIFE SECURITIES LLC (COLUMBIA MD)
VT
03/11/2003 - 01/05/2006
EQUITY SERVICES, INC. (MONTPELIER VT)
AZ
12/07/1999 - 02/18/2003
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
NY
11/05/1997 - 12/31/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
VT
04/10/1996 - 10/23/1997
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 04/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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